Enhancements

• Client Portal users will receive an alert when a new document is uploaded from AE CRM.
• The Household view in Manage Clients now contains a Goals Based Plans tab.
• The Household creation and management tool now has improved handling of portfolios when accounts are moved.
• Improved design and performance of the Realized Gain/Loss table in the client Financial tab view.
• Pershing RIA forms and workflows have been updated to latest Pershing requirements.
• When establishing recurring cash transfers from Schwab accounts, users can now optionally specify an end date for the recurrence.

Fixes

• Resolved a case where Households could not be expanded in the Search Performance report.